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Werba Rubin Papier Wealth Management: DFIC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Werba Rubin Papier Wealth Management on DFIC, newest first. How the timeline and the estimate are built.

Werba Rubin Papier Wealth Management held 37,712 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,712 shares
    Change vs previous 13F -348 shares

    0.17% of the 13F portfolio, value $1,405,147.

    13F-HR 0001971029-26-000003 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,060 shares
    Change vs previous 13F -2,354 shares

    0.19% of the 13F portfolio, value $1,352,277.

    13F-HR 0001971029-26-000002 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,414 shares
    Change vs previous 13F +33 shares

    0.38% of the 13F portfolio, value $1,392,680.

    13F-HR 0001971029-26-000001 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,381 shares
    Change vs previous 13F -1,372 shares

    0.21% of the 13F portfolio, value $1,324,102.

    13F-HR 0001754960-25-000747 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,753 shares
    Change vs previous 13F +6,138 shares

    0.24% of the 13F portfolio, value $1,298,104.

    13F-HR 0001754960-25-000495 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 35,615 shares
    Change vs previous 13F +11,883 shares

    0.22% of the 13F portfolio, value $989,042.

    13F-HR 0001754960-25-000282 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,732 shares
    Change vs previous 13F -73 shares

    0.14% of the 13F portfolio, value $613,347.

    13F-HR 0001754960-25-000092 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,805 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $669,875.

    13F-HR 0001754960-24-000512 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).